Referring Someone for Financial Advice Is Personal — We Get That

Sometimes people you care about could use a steady hand with their finances — but it’s not always
easy to know who to send them to, or whether they even “qualify” for certain firms.

At Evergreen Wealth Management, we don’t make assumptions.
You don’t need to know how much someone has saved or whether they meet a minimum.
If you trust them and think they could benefit from some honest financial guidance, I’ll gladly take the meeting.

What Happens When You Refer Someone:

If you make an introduction — whether by email, text, or just sharing a link — here’s what I’ll do:

  • Offer them a no-pressure phone call or meeting to understand where they’re at
  • If it’s a good fit, we’ll talk about next steps
  • Provide real, helpful advice — even if we don’t end up working together
  • If not, I’ll still point them in the right direction
    (another advisor, resources, or ideas)

Either way, they’ll walk away with more clarity — and there’s never any awkwardness or expectation placed on you.

How to Make an Introduction:
You have two easy options.

Option 1: Email Them a Link.
Just click here to copy our About Page link and paste it into an email to them.

  • You’re welcome to CC me if you’d like (so I can easily follow up).
  • Or simply send them the link privately — whichever feels more comfortable.

Option 2: Fill Out the Quick Form Below

  • If you’d like to introduce someone you care about, just leave their basic contact information below. You’re also welcome to add any notes or context you think would help me understand how I can best support them.
  • There’s no pressure or obligation — just a friendly conversation and helpful guidance from there. Thanks for trusting me with the people important to you. I’ll handle any outreach with the utmost care and discretion.